Schedules A&B (Form 1040) 2008 Page 2

Summary: This is an example of Schedules A&B (Form 1040) 2008, page 2 (Schedule B), as pertains to the estate as described in the text. The completed line items are:

Under Part I: Interest:

1. List name of payer. If any interest is from a seller-financed mortgage and the buyer used the property as a personal residence, see page B-1 and list this interest first. Also, show that buyer's social security number and address field contains Certificate of Deposit, X.Y.Z. Bank Amount field contains 5,500

2. Add the amounts on line 1 field contains 5,500

4. Subtract line 3 from line 2. Enter the result here and on Form 1040, line 8a field contains 5,500

Under Part III: Foreign Accounts and Trusts:

11a. At any time during 1995, did you have an interest in or a signature or other authority over a financial account in a foreign country, such as a bank account, securities account, or other financial account? See page B-2 for exceptions and filing requirements for Form T.D. F 90-22.1 No checkbox checked

12. Were you the grantor of, or transferor to, a foreign trust that existed during 1995, whether or not you have any beneficial interest in it? If Yes, you may have to file Form 3520, 3520-A, or 926. No checkbox checked